Create objectives and goals

Strategic objectives connect your daily work to long-term company goals.

Access Strategic Planning

1. Go to your project
2. Click Planning (or Strategic Planning)
3. Click the Objectives tab

Create an objective

1. Click + New Objective
2. Enter:
   • Name — Your strategic goal (e.g., “Improve onboarding experience”)
   • Description (optional) — Why this objective matters
3. Click Create

The objective is now visible in the Planning page.

Add an objective metric

Metrics track progress toward your objective. See Define and track metrics.

1. Click the objective to open its detail panel
2. Click the Metrics tab
3. Click + Add Metric
4. Choose a metric type (issue count, completion %, custom field, or manual)
5. Enter a target value
6. Click Save

The metric appears on the objective, showing current progress and target.

View linked issues

1. Click the objective to open its detail panel
2. Click the Issues or Linked Issues tab

All issues linked to this objective and its themes appear here.

Edit or delete an objective

1. Click the objective
2. To edit: modify fields and click Save
3. To delete: click Delete and confirm

Deleted objectives can be recovered from trash for a limited time (contact admin).